Emerging Europe Economic Outlook Regional growth set to slow further We expect GDP growth across Emerging Europe to slow by more than most expect over 2019-20 and monetary policy is set to be tightened further than is priced into markets. The important exception to... 26th July 2018 · 1 min read
Middle East & North Africa Economics Weekly Markets weather US-Iran tensions, Egypt seeks oil hedge Financial markets across the MENA region have shrugged off the latest escalation of tensions between the US and Iran, although we doubt that this resilience will last. Meanwhile, news that Egypt will... 26th July 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil plunged last week due to a slump in net imports. Overall production was steady, but output in the shale regions continued to rise despite logistical constraints, which is... 25th July 2018 · 1 min read
Frontier Markets Wrap Weak balance sheets come into focus Market concerns over fragile balance sheets have forced policymakers in a number of frontier economies to take action over the past month. Strains in the balance of payments prompted the authorities... 25th July 2018 · 1 min read
Canada Economics Weekly Strong oil production masking weakness elsewhere The economy appears to have had a stellar month in May, with a potential monthly gain in GDP of almost 1% implying that growth over the second quarter as a whole was close to 3% in annualised terms... 20th July 2018 · 1 min read
Commodities Weekly Trade tensions likely to continue to weigh on prices There were further falls in most commodity prices this week as concerns about the negative impact on demand of heightened protectionism dampened investor sentiment. With Donald Trump threatening that... 20th July 2018 · 1 min read
Middle East & North Africa Chart Pack Regional recovery gathering steam The raft of quarterly GDP data released over the past month confirmed that the MENA region rebounded at the start of this year and more timely figures suggest that the recovery is gathering momentum... 19th July 2018 · 1 min read
Middle East & North Africa Economics Weekly Drop in oil prices keeps Bahrain in the spotlight The recent tumble in oil prices has raised the pressure on Bahrain to secure financial support from the rest of the Gulf and for the government to outline its fiscal consolidation plans. We still... 19th July 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil surged last week due to a rebound in net imports and lower demand from refineries. Production also increased, which is consistent with our view that rising US output will put... 18th July 2018 · 1 min read
Energy Update Oil prices still have further to fall The recent drop in oil prices is consistent with our view that growth in crude demand is likely to slow sharply over the next few years while supply should be ample. We still think that prices... 17th July 2018 · 1 min read
Middle East & North Africa Economic Outlook Recovery to gather pace The recovery in the MENA region will be stronger than most anticipate over the coming quarters. The Gulf economies are set to benefit from rising oil output and fiscal stimulus, while Egypt’s cyclical... 17th July 2018 · 1 min read
Middle East & North Africa Economics Weekly Aramco IPO up in the air, Egypt inflation jumps Reports that Saudi Arabia will scrap the Aramco IPO would, if confirmed, deal a symbolic blow to the Kingdom’s reform plans, but the economic impact should be limited. And the news flow on arguably... 12th July 2018 · 1 min read
Africa Economic Outlook Recovery will peter out in 2019 Economic growth in Sub-Saharan Africa will probably strengthen over the second half of 2018, but we think that the consensus view that this year’s performance will mark the start of a multi-year... 12th July 2018 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of crude oil plunged last week due to a slump in net imports. What’s more, it seems likely that the rate of growth in US crude production has slowed recently, which, if sustained, could... 11th July 2018 · 1 min read
OPEC Watch OPEC Monthly Oil Market Report (June) We think that OPEC’s production is likely to rise significantly over the next couple of months. That said, it could fall back later in the year as output from Iran is curtailed and Venezuelan... 11th July 2018 · 1 min read
Energy Watch How big a risk does Iran pose to oil supply? The most significant threat facing oil markets is the possibility that US sanctions will lead to a sharp drop in exports from Iran. This Energy Watch will examine how much oil could be lost and what... 9th July 2018 · 1 min read
